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Fortis Life Sciences

Tech-driven financial planning and investment services

Digital Sales Representative

Account ExecutiveConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USAIn-person

About the Job

Requirements

  • One to three years of sales experience is preferred.
  • A bachelor's degree in the sciences or equivalent work experience is preferred.
  • A background in biology, chemistry, or molecular and immune diagnostics experience is preferred.
  • Strong interpersonal, oral and written communication, and presentation skills are required.
  • A proven record of establishing goals and achieving results is required.
  • Computer proficiency in Microsoft Office and the internet is required.
  • A strong desire to serve the customer is required.
  • Excellent customer service delivery is required.
  • Organizational skills to multitask and meet deadlines as needed are required.

Responsibilities

  • Sell nanoparticle catalog products primarily by telephone and digital tools, and also through email, the internet, and other technology within a defined territory.
  • Prospect for new customers in academic and diagnostic segments and other research and development fields.
  • Maintain effective customer relations, develop growth opportunities within the existing customer base, and support market penetration and profitability while achieving sales and profit forecasts.
  • Identify new business opportunities in the assigned territory to increase recurring revenues.
  • Meet or exceed the defined sales plan and accurately forecast sales performance.
  • Make daily outbound telephone calls and communicate by email with all organizational levels and functional areas involved in purchasing decisions.
  • Use training opportunities to develop in-depth knowledge of product offerings and proactively uncover account opportunities that generate revenue growth.
  • Develop organizational skills to work across functional teams, achieve organizational objectives, manage sales territory activities, and communicate efforts across organizational levels.
  • Understand the competitive landscape within accounts to position comparable or better product offerings to customers.
  • Communicate key competitive activities, market trends, and changing customer directions to the organization.
  • Use data sources to analyze and develop sales opportunities with the greatest return on investment.
  • Support marketing programs as assigned by the Sales Manager.
  • Complete assigned tasks and reports accurately and on time while maximizing productivity during key selling periods.

About the Company

Fortis Life Sciences

Tech-driven financial planning and investment services

Fortis Life Sciences is a technology-driven financial services company that helps people make better financial decisions. Its flagship offering is a personalized financial planning tool that creates tailored plans for budgeting, saving, investing, and other financial needs, using data-driven insights to generate customized recommendations. Beyond planning, the company provides financial literacy education and a range of investment products, including mutual funds and ETFs, to broaden access to investment opportunities. The business differentiates itself by focusing on accessibility, transparency, and affordability, delivering an integrated suite that combines planning tools, educational resources, and investment options in one place. Fortis Life Sciences aims to empower individuals to manage their money more effectively and reach their financial goals by making financial services easier to understand and use.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
2020

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